Grandeur Peak Intl Stalwarts Instl (GISYX)
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Grandeur Peak Intl Stalwarts Instl
Denver, CO 80203
1290 Broadway, Suite 1100
Financial Investors Trust
Management information
Brad C. Barth,Lead manager since 30 August 2018
Mr. Barth is Deputy Chief Investment Officer at Grandeur Peak Global Advisors, with a specialty focus on the financials sector globally.
Mr. Barth joined Grandeur Peak in 2015 from Goldman Sachs, where he was an EMEA financial institutions analyst in the Credit Research Group for four years. In this role, he covered French and Benelux banks during the European sovereign debt crisis.
Mr. Barth graduated with a bachelor’s degree from the University of Utah and received a master’s degree from the London School of Economics. He is currently a doctoral candidate in Finance at the University of Utah.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Small/Mid Growth
Fund familyGrandeur Peak Funds
Net assets1.57B
YTD return-7.73%
Yield0.87%
Morningstar rating★★★
Inception date31 Aug 2015
Fund operations
Last dividend0.14
Last cap gain5.00
Holdings turnover32.00%
Average for categoryN/A
Fees and expenses
ExpenseGISYXCategory average
Annual report expense ratio (net)1.15%1.30%
Prospectus net expense ratio1.15%N/A
Prospectus gross expense ratio1.15%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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